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Estate Management Checklist

Preparing for the future is an important step you can take today. Establishing a will and organizing key health care and financial documents now can help protect your loved ones and ensure your wishes are carried out.

Use this checklist to guide important conversations and decisions as you begin your estate management planning, so you can be confident your intentions are clearly documented and honored.

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Split Annuity Strategy

Split Annuity Strategy

When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to offer stability.

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Is it Too Late to Save for College?

Preparing for a child's college education can often be daunting, and many families wonder if they have waited too long to begin saving— an understandably common concern given that college students and their families pay 48 percent of college costs out-of-pocket. However, even if you have only recently started thinking about saving for college, there are several approaches that may prove to be beneficial.1

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